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06_managingclients [2013/09/30 09:45]
wikiowner [Determine whether a client exists in the system]
06_managingclients [2013/09/30 09:50] (current)
wikiowner [Entering New Clients]
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 {{:​wiki:​clientsearch.png?​600 |}} {{:​wiki:​clientsearch.png?​600 |}}
 ==== Entering New Clients ==== ==== Entering New Clients ====
-<box 100% round|! Important !> The client is **not assigned ​an id until all primary information is complete**. If the SSN, first name and last name are typed incorrectly,​ DO NOT click Save Client/​Household Data. Instead type the correct information into the form above and click Enter to start over.</​box>​ +<box 100% round|! Important !> The client is **not assigned ​a Family Id until all primary information is complete**. If the SSN, first name and last name are typed incorrectly,​ DO NOT click Save Client/​Household Data. Instead type the correct information into the form above and click Enter to start over.</​box>​ 
-  - You must enter the last 4 digits of the Social Security number (SSN), first name and last name for a new client.+  - You must enter the last 4 digits of the Social Security number (SSN) or 4 digits of an alternate id per your location procedure, first name and last name for a new client. ​
   - Click Enter.   - Click Enter.
   - Enter the client'​s Driver'​s License or ID# (enter **none** if this information is not collected), date of birth, street address, apartment, and choose a zip code from the list. If the client'​s zip code is not in the list, the residence is not in the area of service for the location. When a zip code is chosen, the city and county are automatically set.   - Enter the client'​s Driver'​s License or ID# (enter **none** if this information is not collected), date of birth, street address, apartment, and choose a zip code from the list. If the client'​s zip code is not in the list, the residence is not in the area of service for the location. When a zip code is chosen, the city and county are automatically set.
06_managingclients.txt · Last modified: 2013/09/30 09:50 by wikiowner
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